What public Form 5500 filings show about the CDM Smith Inc. 401(k) plan — and how to find and check your own account.
CDM Smith Inc. (EIN 04-2473650) reports CDM SMITH INC. CAPITAL ACCUMULATION PLAN on its most recent Form 5500, with $1.5B in plan assets across 4,119 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full CDM Smith Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Vanguard, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your CDM Smith Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CBIZ MHM - NEW ENGLAND, MERCER, VANGUARD GROUP.
